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Current Employers
Pfs Investments Inc.

1 Primerica Parkway, Duluth, GA 30099-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2011-06-01
  • FL RA
    APPROVED
    Since 2011-06-01

Branch Locations

235 Ne 6Th Ave Unit E-H, Delray Beach, FL 33483 • United States

Delray Beach, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Primerica Financial Services Dleray Beach FL 06/1992 Present
Pfs Investments Inc. Delray Beach FL 01/1993 Present
  • 06/1992 → Present
    Primerica Financial Services
    Dleray Beach, FL
  • 01/1993 → Present
    Delray Beach, FL
Other Businesses

Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. I may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services. C J R, 500, LLC, Investment Related, Delray Beach, FL 33483, Primerica Business Purposes, Owner, 01/2014 to Present, 120 hours per month (86 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-02-10
S63 Uniform Securities Agent State Law Examination 1992-12-21
  • S65 Uniform Investment Adviser Law Examination
    2011-02-10
  • S63 Uniform Securities Agent State Law Examination
    1992-12-21

View on SEC IAPD

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